Carr Financial Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2M | Buy |
25,209
+1,976
| +9% | +$157K | 0.59% | 33 |
|
2025
Q1 | $1.83M | Buy |
23,233
+4,137
| +22% | +$327K | 0.6% | 33 |
|
2024
Q4 | $1.49M | Buy |
19,096
+246
| +1% | +$19.2K | 0.46% | 43 |
|
2024
Q3 | $1.5M | Buy |
18,850
+3,157
| +20% | +$251K | 0.44% | 43 |
|
2024
Q2 | $1.21M | Buy |
15,693
+48
| +0.3% | +$3.71K | 0.39% | 49 |
|
2024
Q1 | $1.21M | Hold |
15,645
| – | – | 0.4% | 51 |
|
2023
Q4 | $1.21M | Hold |
15,645
| – | – | 0.45% | 44 |
|
2023
Q3 | $1.18M | Sell |
15,645
-181
| -1% | -$13.6K | 0.47% | 38 |
|
2023
Q2 | $1.2M | Sell |
15,826
-2,827
| -15% | -$214K | 0.48% | 38 |
|
2023
Q1 | $1.42M | Sell |
18,653
-2,345
| -11% | -$179K | 0.63% | 31 |
|
2022
Q4 | $1.58M | Buy |
+20,998
| New | +$1.58M | 0.83% | 27 |
|